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Marcus William David

Aldrich Wealth LP

Lake Oswego, OR

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Current Employers
Aldrich Wealth Lp

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-05-12
  • OR RA
    APPROVED
    Since 2025-05-12

Branch Locations

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aldrich Wealth Lp Lake Oswego OR 03/2025 Present
First Western Trust Phoenix AZ 06/2024 03/2025
The University Of Arizona Bookstore Tucson AZ 08/2020 05/2024
Raytheon Technologies Tucson AZ 06/2023 08/2023
Raytheon Technologies Tucson AZ 05/2022 08/2022
The University Of Arizona Tucson AZ 08/2020 05/2024
Central Catholic High School Portland OR 08/2018 05/2024
Lake Oswego High School Lake Oswego OR 08/2016 06/2018
  • 03/2025 → Present
    Aldrich Wealth Lp
    Lake Oswego, OR
  • 06/2024 → 03/2025
    First Western Trust
    Phoenix, AZ
  • 08/2020 → 05/2024
    The University Of Arizona Bookstore
    Tucson, AZ
  • 06/2023 → 08/2023
    Raytheon Technologies
    Tucson, AZ
  • 05/2022 → 08/2022
    Raytheon Technologies
    Tucson, AZ
  • 08/2020 → 05/2024
    The University Of Arizona
    Tucson, AZ
  • 08/2018 → 05/2024
    Central Catholic High School
    Portland, OR
  • 08/2016 → 06/2018
    Lake Oswego High School
    Lake Oswego, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-12
  • S65 Uniform Investment Adviser Law Examination
    2025-05-12

View on SEC IAPD

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